WorldatWork Education

Job Titles & Grades: Creating an Interactive Matrix in Excel

It is difficult and time consuming to convert a list of job titles and grades into an interactive matrix to audit job grades, determine where jobs are positioned in each function, and view career paths.

In this 2-hour virtual classroom, compensation and Excel expert Dianne Auld will demonstrate how to easily convert a list of job titles and grades into an interactive matrix, which shows the job titles by grade vertically, and function horizontally, and always has the perfect number of rows for the data.

Once you learn how to set up your matrix, you will simply copy and paste your new jobs and grades into your list (this could be directly from your payroll or HRIS system), click the macro button and all the linked job grading maps (matrices) are automatically updated with the perfect number of rows. The result is multiple views of the data all feeding from one source, with no errors, omissions or duplications, and almost no maintenance.

This methodology is extremely useful for rewards professionals and will save loads of time.

In this course, learn how to:

Create an interactive matrix from a list of job titles and grades

Add a drop down to view the matrix for a specific business unit or company

Record and run a macro to ensure the matrix has the right number of rows for the jobs

Add conditional formatting to a matrix to show different business units in different colors

Use the same list to matrix methodology to create a nine-box talent grid by business unit

Virtual Classroom

Course

Instructor

Dianne Auld
| CCP, GRP, CSCP, WLCP

Excel Expert Instructor Auld Compensation Consulting

Dianne Auld, CCP, GRP, CSCP, WLCP owns a consulting practice, Auld Compensation Consulting, in Cape Town, South Africa. She consults a wide range of organizations across Africa and the Middle East in all areas of total rewards. She has developed and taught courses in Africa, the Middle East, Europe, and the United States.

Dianne is also a faculty member at WorldatWork and a reviewer for the WorldatWork Journal. Well respected and known as an expert in the compensation field and Excel, Dianne's skills and expertise are in high demand. In fact, her sessions at the WorldatWork Total Rewards Conference and Exhibition typically fill to capacity. Diane has partnered with WorldatWork to develop several educational products to assist compensation professionals with their day-to-day tasks in Excel.